Wealth Navigator Series

Articles to help our clients successfully navigate their wealth 

Links to available articles below. 

• RRSP strategies at age 71

• Withdrawing surplus cash from a corporation

• Taxation of investment income in a corporation

• 2023 Tax preparation reminders

• Income taxes at death

• When should you consider an estate freeze?

• Deducting home office expenses for the 2023 tax year

• Charitable donation of securities

• Understanding CPP (Canadian Pension Plan)

• Establishing and RESP (registered education savings plan)

• Salary vs dividend income from your corporation

• Understanding your locked-in plan to maximize your retirement benefits

• Old Age Security and other government income sources

• Foreign currency tax reporting

• What you need to know when you make a personal charitable donation

• Helping your child buy their first home

• Moving to Canada

• Living and Family Trusts

• Financial planning strategies for professional athletes

• How to host a family meeting

• Managing the tax impact of realizing capital gains in your corporation